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EPLPX vs VVIAX
EPLPX vs VVIAX Comparison
Open Charts EPLPX vs VVIAX
NYLI Epoch U.S. Equity Yield
Price$20.90
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.02B
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
EPLPX vs VVIAX Comparison Chart
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EPLPX vs. VVIAX commentary
May 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EPLPX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. EPLPX (1.02B). VVIAX pays higher dividends than EPLPX: VVIAX (2.34) vs EPLPX (2.18). EPLPX was incepted earlier than VVIAX: EPLPX (16 years) vs VVIAX (25 years). EPLPX (1.05) is less costly to investors than VVIAX (0.05). EPLPX is a more actively managed with annual turnover of: 13.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than EPLPX: VVIAX (3000) vs EPLPX (15000). VVIAX annual gain was more profitable for investors over the last year : 4.59 vs. EPLPX (1.30). VVIAX return over 5 years is better than : 72.66 vs. EPLPX (60.45).
| EPLPX | VVIAX | EPLPX / VVIAX | |
| Total Expense Ratio | 1.05 | 0.05 | 2,100% |
| Annual Report Gross Expense Ratio | 1.05 | 0.05 | 2,100% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -0.135 | -0.684 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 184B | 1% |
| Annual Yield % from dividends | 2.18 | 2.34 | 93% |
| Returns for 1 year | 1.30 | 4.59 | 28% |
| Returns for 3 years | 15.88 | 21.41 | 74% |
| Returns for 5 years | 60.45 | 72.66 | 83% |
| Returns for 10 years | 64.63 | 97.34 | 66% |
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